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New Tiburon Research Reports
Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, is pleased to announce the release of four updated research reports on the Consumer Wealth, Life Risks & Insurance Products, Target Markets & Marketing Strategies, and Real Estate and its first draft of its State of Investment Management Business, Competition & Advice, and Other Alternative Investments. All seven of these reports provide comprehensive overviews for industry executives seeking a historical top down perspective on these products or services, their markets & distribution channels, and future predictions for their respective industries.
- Consumer Wealth, Liquefaction, & the Retirement Income Challenge
- Life Risks & Insurance Products
- Target Markets & Marketing Strategies
- Investment Management & Wealth Management Products
- Real Estate Investment Products
Please click the image above to view the table of contents for Tiburon's newly updated Consumer Wealth Research Report
- Other Alternative Investments
- Competition & Advice
Consumer Wealth Liquefaction, & the Retirement Income Challenge
The purpose of this report is to provide readers with a comprehensive understanding of the vast amount of consumer wealth, the perceived baby boomer savings crisis or retirement income challenge, and the likely pending liquefaction. The report outlines the numbers of consumers and consumer households, and outlines their savings goals & objectives. Furthermore, the report analyzes the case made for baby boomers’ perceived savings crisis, including the decline in pension plans, the social security industry’s challenges, and the low consumer savings rate. And the report also addresses the key pending liquefaction, whereby baby boomers will likely roll over retirement plan balances, cash in stock options, downsize houses, and sell small businesses.
Tiburon’s first draft of this report was published in 2005. That draft was combined with Tiburon’s target markets & marketing strategies report. It outlined consumers, their wealth, potential target markets, and marketing strategies.
This second draft of this report was written in 2007; it is now unbundled from Tiburon’s equally good target markets & marketing strategies report. This version updates all of consumer wealth data using the first quarter 2007 Federal Reserve Flow of Funds report. This version also outlines Tiburon’s refined views on the perceived savings crisis and the pending liquefaction, through dozens of useful analyzes and hundreds of charts and graphs.
Please click the image above to view the table of contents for Tiburon's newly updated Insurance Products Research Report |
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A Comprehensive Overview of the Insurance Products Industry, Including Health Insurance, Disability Insurance, Long-Term Care Insurance, Property & Casualty Insurance, Annuities, & Life Insurance
The purpose of this report is to provide readers with a comprehensive understanding of the vast number of insurance products, many used by consumers to protect themselves from various life risks. The report addresses health insurance, disability insurance, long-term care insurance, property & casualty insurance, annuities, and life insurance. Another Tiburon report also addresses life insurance in the estate planning context.
Tiburon’s first draft of this report was written in 2005; that version focused primary on developing an organized structure for reviewing the insurance industry and establishing profiles of the hundreds of complex insurance companies.
This second draft of this report focused on tightening the storyline, coordinating it with findings from other Tiburon research reports, and adding substantial detail to a handful of appendix company profiles (most notably long-time Tiburon clients AIG, Genworth Financial, and Manulife), as well as some other key players (e.g., Aviva).
Please click the image above to view the table of contents for Tiburon's newly updated Target Markets & Marketing Strategies Research Report |
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Target Markets & Marketing Strategies
The purpose of this report is to provide readers with a broad understanding of the vast number of potential consumer segments and the wide range of potential marketing strategies available to reach these consumers. The report outlines dozens of potential target markets, including those defined by age, investable assets, other wealth measures, demographic characteristics, and behaviors. The report then goes on to discuss the range of potential marketing strategies, including client consolidation, client referrals, professional referrals, seminar programs, & public relations strategies.
Tiburon’s first draft of this report was published in 2005. That draft was combined with Tiburon’s consumer wealth, liquefaction, & retirement income challenge report. It outlined consumers, their wealth, potential target markets, and marketing strategies.
This second draft of this report was written in 2007; it is now unbundled from Tiburon’s equally good consumer wealth, liquefaction, & retirement income challenge report. This version updates data surrounding both the target markets and the potential marketing strategies, and makes the case for the need for target marketing in an increasingly competitive playing field in serving high net worth consumers.
Please click the image above to view the table of contents for Tiburon's new Investment & Wealth Management Products & Services Research Report |
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State of the Investment & Wealth Management Products & Services Businesses
The purpose of this report is to provide readers with a broad understanding of the vast array of investment & wealth management products & services offered in the management of consumer wealth. This report serves to summarize Tiburon’s views on various product & services markets, including cash savings products, mutual funds, capital markets, separately managed accounts & other fee-account programs, wealth management services, and family office services.
This is Tiburon’s first draft of this report. Several of the underlying product industry reports (including mutual funds, separately managed accounts & other fee-account programs, indexing & exchange traded funds, hedge funds, venture capital & private equity, real estate, other alternative investments, insurance products, and estate planning & charitable giving) have also been published. This version of this report was intended to develop a summary of those reports, take into account the impact of the key driving factors (consumer wealth and current events), and try to offer some predictions across the product & services markets.
A Comprehensive Overview of the Real Estate Investments Industry
The purpose of this report is to provide readers with a comprehensive understanding of the rapidly evolving and increasingly volatile real estate investments industry.
The report addresses the range of real estate investment options, their markets & distribution channels, and predictions for their future use.
 Please click the image above to view the table of contents for Tiburon's newly updated Real Estate Research Report |
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Tiburon originally published a broad report in 1999 that addressed hedge funds, venture capital & private equity, real estate, and all other alterative investments. Both hedge funds, and venture capital & private equity were previously reorganized into comprehensive reports on their own, and this report is the same attempt for the real estate investments industry.
This second draft of this report, written in 2007, focuses on tightening the storyline, updating & reconciling data, and beginning to build a company level appendix.
A Comprehensive Overview of the Other Alternative Investments Industry
The purpose of this report is to provide readers with a comprehensive understanding of the wide variety of other alternative investments. The report addresses a wide range of investment options (from options to structured debt, commodities, antiques, art, & baseball cards), their markets & distribution channels, and predictions for their future use.
Please click the image above to view the table of contents for Tiburon's newly updated Other Alternative Investments Research Report |
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Tiburon originally published a broad report in 1999 that addressed hedge funds, venture capital & private equity, real estate, and all other alterative investments. Both hedge funds, and venture capital & private equity were previously reorganized into comprehensive reports on their own, and this report is the same attempt for other alternative investments.
Competition & Advice: Predicting the Winning Markets & Distribution Channels
The purpose of this report is to provide readers with a broad understanding of the vast array of markets & distribution channels that are seeking to serve the growing number of consumers and their wealth. This report serves to summarize Tiburon’s views on various markets & distribution channels, including retail banks, full-service brokers, discount brokers (online financial services), independent advisors (both independent reps & fee-only financial advisors), other financial advisors (such as insurance agents, CPA firms, & estate attorneys), and several upscale channels (such as private banks, investment banks, and family offices).
This is Tiburon’s first draft of this report. Several of the underlying market & distribution channel reports (including discount brokers, & online financial services independent reps, and CPA firms) have also been published. This version of this report was intended to develop a summary of those reports, take into account the impact of the key driving factors (consumer wealth and current events), and try to offer some predictions across the markets & distribution channels.
Please click the image above to view the table of contents for Tiburon's new Competition & Advice Research Report |
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Tiburon Research Reports
Tiburon created a series of research reports to help educate its clients in a low-cost way on a wide variety of topics in the brokerage, investments, private banking, and wealth management markets. The majority of Tiburon's research reports are written for executives at financial institutions; a few reports are written specifically for financial advisors. The financial institutions series contains macro-industry reports that cover topics such as the mutual funds industry, the hedge funds industry, the full-service brokerage firms industry, and the fee-only financial advisors industry. Reports in the financial advisors series are more tactical, including topics such as A Comprehensive Overview of Product Usage, Business Models, & Best Practices of Fee-Only Financial Advisors, and Trends in Succession Planning, Firm Valuations, & the Acquisition Market for Financial Advisors.
These ~300-400 page reports follow an easy-to-digest format while providing detailed facts and analysis that aid in the development of an understanding of leading product areas and market segments, including recent developments, competitor rankings, and leading competitors' strategies. The firm attempts to position its reports as reference documents, and not as short-term newsworthy editorials. While Tiburon has been repeatedly told that its research reports are worth much more, they are priced at just $5,000 each because Tiburon believes that the information should be shared widely and that sharing the research will lead to market research & strategy consulting projects over time.
Please click the image above to visit Tiburon's web site to see the table of contents for Tiburon's 28 currently published research reports |
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Reports can be sent immediately as PDF documents electronically. Bound copies can be printed and mailed for an additional $500 each. Tiburon plans to continually update these reports and publish additional reports in the future; please let the firm know if there are topics that you desire to see covered.
Tiburon Research Report Retainer Program
For firms interested in multiple reports, the Tiburon Research Report Retainer program is a significant value. At the suggestion of numerous Tiburon clients, Tiburon recently created this new client service allowing unlimited access to all of its research reports published in a calendar year (delivered online) for only $25,000. This service has helped numerous Tiburon clients, including Albridge Solutions, Barclays, Ever Bank Financial, Fidelity Investments, Franklin Resources, Groupe Caisse D'Epargne, Goldman Sachs Group, Hanson McClain Retirement Network, Morgan Stanley, Morningstar, SEI Investments, Societe Generale, State Street Corporation, The Charles Schwab Corporation; The McGraw Hill Companies, TIAA-CREF, T. Rowe Price Group, UBS, and Wells Capital consolidate their research needs and budgets.
To subscribe to Tiburon Research Report Retainer Program, please contact Sarah Sage at SSage@TiburonAdvisors.Com.
Existing Tiburon Research Reports
Tiburon has published twenty-eight research reports to date:
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Broad Industry Reports & Strategic Conclusions |
Product Segment |
Market Segment Reports |
Financial Advisor Issue Reports |
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All research reports are immediately available to Tiburon Research Report Retainer clients.
More Information
To learn more about Tiburon's recently published research reports and address your company's research needs for 2007 or 2008, please contact Sarah Sage at SSage@TiburonAdvisors.Com.
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Tiburon Strategic Advisors
Tiburon Strategic Advisors, based in Tiburon, CA, was formed in 1998 to offer market research & strategy consulting services to all types of financial institutions and investment managers:
- The firm has served over 300 corporate clients and completed over 1,000 projects since its founding, and today, its knowledge base includes mutual fund distribution, separately managed account programs, alternative investments, wealth management, insurance products, banking services, the fee-only financial advisor market, the CPA firm market, the family office market, and various international markets.
- Tiburon holds a series of CEO Summits semi-annually for its executive-level clients. The next CEO Summit is scheduled for October 9-10, 2007 at the Ritz Carlton Hotel in San Francisco, CA. 2008-2009 dates are April 10-11, 2008 (New York, NY), October 14-15, 2008 (San Francisco, CA), April 9-10, 2009 (New York, NY), and October 7-8, 2009 (San Francisco, CA). Attendance is by invitation only and attendance at each Summit is limited to 100 senior industry executives. Visit the CEO Summits section of Tiburon's web site for details on current and past CEO Summits, including attendee lists, meeting agendas, and highlights. Please contact Tiburon's Managing Principal Chip Roame at CRoame@TiburonAdvisors.Com or (415) 789-2541 if you are a Tiburon client and have an interest in attending a future Tiburon CEO Summit.
- Tiburon has published twenty-six ~300-400+ page research reports, which offer detailed analyses of growing business segments; each is available for $5,000; these reports can be ordered by contacting Sarah Sage at SSage@TiburonAdvisors.Com or (415) 789-2546.
- Tiburon offers an annual research report retainer service, whereby dozens of clients receive all Tiburon reports published within a year for $25,000; clients can subscribe to Tiburon's 2007 or 2008 Research Report Retainer by contacting Sarah Sage at SSage@TiburonAdvisors.Com or (415) 789-2540.
- Tiburon also offers a database access program, whereby it shares its 250,000+ person industry executives contacts database with dozens of clients for $25,000 per year (distributed quarterly); clients can subscribe to Tiburon's Database Access Program by contacting Sarah Sage at SSage@TiburonAdvisors.Com or (415) 789-2540.
- Tiburon offers thirteen online business benchmarking tools that are available to all types of financial advisors in an effort to help them benchmark their business practices and build more successful businesses. The sites include www.BrokerBestPractice.Com for wirehouse & regional brokers, www.FABestPractices.Com for fee-only financial advisors, www.IndependentRepBestPractices.Com for independent reps, and www.PrivateBankerBestPractices.Com for private bankers. Almost 5,000 advisors have used these tools. By completing one of the online surveys, financial advisors can access a FREE copy of the relevant comprehensive Tiburon research report, which summarizes and analyzes the collective results.
- Tiburon's weekly research releases, like this one, are emailed for free to interested industry executives, media representatives, conference planners, and individual financial advisors. Over 48,000 industry executives now receive these releases. Feel free to sign up to receive future research releases at Tiburon's web site (www.TiburonAdvisors.Com) if this release was passed to you by a colleague and you would like to receive them directly in the future.
- Tiburon plans to expand its workforce in 2007 and 2008. New research managers will develop proprietary research content for Tiburon research reports and client projects, and new marketing managers will enhance the firm's web site, weekly research releases program, and the firm's relationships with media representatives, conference planners, and its clients & executive program members. The firm is also seeking to add a director of research, principal candidates, and possibly a chief consulting officer in 2007 or 2008.
- Tiburon has built three executive programs (CEOs-in-Residence, Financial Advisor Roundtable, and Consulting Fellows) in an effort to bring the experiences of additional senior level industry executives to Tiburon clients. Feel free to contact any of the members of Tiburon's executive programs directly or ask that they be included in any ongoing Tiburon project.
- Tiburon holds a series of CEO Summits semi-annually for its executive-level clients. The next CEO Summit is scheduled for October 9-10, 2007 at the Ritz Carlton Hotel in San Francisco, CA. 2008-2009 dates are April 10-11, 2008 (New York, NY), October 14-15, 2008 (San Francisco, CA), April 9-10, 2009 (New York, NY), and October 7-8, 2009 (San Francisco, CA). Attendance is by invitation only and attendance at each Summit is limited to 100 senior industry executives. Visit the CEO Summits section of Tiburon's web site for details on current and past CEO Summits, including attendee lists, meeting agendas, and highlights. Please contact Tiburon's Managing Principal Chip Roame at CRoame@TiburonAdvisors.Com or (415) 789-2541 if you are a Tiburon client and have an interest in attending a future Tiburon CEO Summit.
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